Bmss Wesson Wealth Solutions, LLC
● SEC registered since 2020CRD 282792SEC# 801-118944Birmingham, AL
Reg. AUM
$704M
Employees
11
Accounts
1,183
Location
Birmingham, AL
Bmss Wesson Wealth Solutions, LLC assets under management
Bmss Wesson Wealth Solutions, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2020. It reports $704 million in regulatory assets under management and employs 11 people.
Bmss Wesson Wealth Solutions, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bmss, LLC Control | Member; Manager | Over 75% | 2016 |
| Mark Alan Wesson Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2016 |
| Brian Scott Garrison Control | Member Of Managing Committee | — | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Bmss Wesson Wealth Solutions, LLC manage?
Bmss Wesson Wealth Solutions, LLC reports $704 million in regulatory assets under management on its Form ADV.
How many employees does Bmss Wesson Wealth Solutions, LLC have?
Bmss Wesson Wealth Solutions, LLC reports 11 employees.
Where is Bmss Wesson Wealth Solutions, LLC located?
Bmss Wesson Wealth Solutions, LLC is based in Birmingham, AL and has been SEC-registered since 2020.
Does Bmss Wesson Wealth Solutions, LLC disclose fund performance?
Bmss Wesson Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243 |
| Phone | 205-982-5555 |
| Fax | 205-982-5562 |
| Office hours | 8:00 a.m. To 5:00 p.m. (Cst) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$704M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$704Mregulatory AUM
Discretionary $686MNon-discretionary $18M